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Mineral Resources
Mineral Resources (MIN) investor relations material
Mineral Resources H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary20 Feb, 2026
Executive summary
Record underlying EBITDA of AUD 1.2 billion (up 286% year-over-year) and revenue of AUD 3.1 billion for H1 FY24, marking the strongest six months in company history, driven by Onslow Iron ramp-up and operational excellence.
Net profit after tax rebounded to AUD 573 million in 1H26, a turnaround from a loss in 1H25, supported by improved commodity prices, Onslow Iron reaching steady state, and one-off gains.
Free cash flow of AUD 293 million generated, with net debt reduced by almost AUD 500 million and liquidity increased to over AUD 1.4 billion.
Strategic asset monetization and partnerships, including the POSCO lithium JV and gas JV with Hancock, are strengthening the balance sheet and supporting deleveraging.
No interim or final dividends declared as focus remains on liquidity and balance sheet strength.
Financial highlights
Revenue reached AUD 3.1 billion, up 33% year-over-year; underlying EBITDA was AUD 1.2 billion, up 286% year-over-year, with a margin of 38%.
Underlying NPAT was AUD 343 million, reported NPAT was AUD 573 million; basic EPS was 251.4 cents.
Free cash flow: AUD 293 million after AUD 600 million CapEx; operating cash flow before interest and tax was AUD 1,076 million.
Net debt reduced to below AUD 4.9 billion, with a target of below 2.0x net debt/EBITDA.
Liquidity increased to over AUD 1.4 billion, including more than AUD 600 million in cash and an undrawn AUD 800 million facility.
Outlook and guidance
FY26 guidance reaffirmed, with Mining Services expected to deliver record production volumes of 305-325Mt and nearly AUD 1 billion in annualised EBITDA.
Onslow Iron capacity expected to reach 38 million tonnes with two new transhippers by late 2024, with potential to push towards 40 million tonnes over time.
Wodgina and Mt Marion lithium projects targeting improved recoveries and full three-train operation by early 2025.
POSCO transaction to bring in AUD 1.1 billion in H1 2026, supporting further de-leveraging.
Focus remains on safe operations, delivering guidance, optimizing assets, and strengthening the balance sheet.
Impact of debt tenor extension on capital strategy
MD's LTIP: CEO transition and ROIC targets
Status of related party maritime services tenders
Path to 40M tonnes for Onslow Iron
Timeline for lithium growth project CapEx
Mining Services capacity for new projects
Partial view of Summaries dataset, powered by Quartr API
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Next Mineral Resources earnings date
Q3 202630 Apr, 2026
Mineral Resources
Next Mineral Resources earnings date
Q3 202630 Apr, 2026
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Frequently asked questions
Mineral Resources Limited develops, operates and maintains mining service and processing facilities for its mining operations in Australia, China and Singapore. The company focuses on iron ore, gold, lithium and tantalum minerals. It provides contracting services, such as drilling and blasting, materials handling, crushing and screening, contract crushing and beneficiation services. The company was founded in 1993 and is headquartered in Perth, Australia.
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